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HEES

H&E Equipment Services

Delisted

HEES was delisted on the 30th of May, 2025.

215 hedge funds and large institutions have $1.24B invested in H&E Equipment Services in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 60

4% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 50

3% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $2.09M

0.07% less ownership

Funds ownership: 77.13%77.05% (-0.07%)

0% less funds holding

Funds holding: 216215 (-1)

31% less capital invested

Capital invested by funds: $1.8B → $1.24B (-$556M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
215
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
52
Increased
80
Reduced
60
Closed
50
Calls
$2.15M
Puts
$2.09M
Net Calls
+$58K
Net Calls Change
-$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$169M +$1.6M +31,167 +0.8%
BlackRock
2
BlackRock
New York
$125M +$2.64M +51,558 +2%
ClearBridge Investments
3
ClearBridge Investments
New York
$100M -$8.82M -172,006 -7%
Macquarie Group
4
Macquarie Group
Australia
$97.8M -$1.77M -34,522 -2%
American Century Companies
5
American Century Companies
Missouri
$62.3M +$37M +721,270 +105%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$51.6M -$645K -12,583 -1%
PP
7
Pertento Partners
United Kingdom
$39.4M +$27.1M +528,558 +145%
Bank of America
8
Bank of America
North Carolina
$38.9M +$197K +3,833 +0.4%
State Street
9
State Street
Massachusetts
$33.4M +$705K +13,743 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$33.2M +$1.01M +19,751 +3%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$25.5M +$1.47M +28,639 +5%
Charles Schwab
12
Charles Schwab
California
$23.4M +$3.3M +64,411 +14%
Invesco
13
Invesco
Georgia
$21.9M -$42.3M -824,214 -62%
Morgan Stanley
14
Morgan Stanley
New York
$19.2M +$5.69M +111,060 +34%
Mirae Asset Global ETFs Holdings
15
Mirae Asset Global ETFs Holdings
Hong Kong
$19M +$22M +430,050 New
Aberdeen Group
16
Aberdeen Group
United Kingdom
$14.2M -$667K -13,018 -4%
Goldman Sachs
17
Goldman Sachs
New York
$14.2M -$1.25M -24,479 -7%
Northern Trust
18
Northern Trust
Illinois
$14M +$217K +4,228 +1%
Wells Fargo
19
Wells Fargo
California
$13.8M -$594K -11,596 -4%
PCM
20
Penn Capital Management
Pennsylvania
$12.6M -$1.15M -22,408 -7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$12.2M +$39.5K +770 +0.3%
Norges Bank
22
Norges Bank
Norway
$10.7M +$3.01M +58,696 +32%
Deutsche Bank
23
Deutsche Bank
Germany
$10.5M -$3.73M -72,755 -23%
GC
24
Guggenheim Capital
Illinois
$10.3M +$1.79M +34,987 +18%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$9.29M -$217K -4,239 -2%